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CBARX vs RLBAX
CBARX vs RLBAX Comparison
Open Charts CBARX vs RLBAX
Calvert Balanced R6
Price$47.85
Change-$0.29 (-0.60%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R1
Price$36.59
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets253.92B
CBARX vs RLBAX Comparison Chart in %
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CBARX vs. RLBAX commentary
Aug 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CBARX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. CBARX (1.43B). CBARX pays higher dividends than RLBAX: CBARX (1.53) vs RLBAX (1.17). CBARX was incepted earlier than RLBAX: CBARX (7 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than CBARX (0.61). CBARX is a more actively managed with annual turnover of: 153.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than CBARX: RLBAX (250) vs CBARX (5000000). CBARX annual gain was more profitable for investors over the last year : 11.97 vs. RLBAX (10.13). CBARX return over 5 years is better than : 37.83 vs. RLBAX (32.30).
| CBARX | RLBAX | CBARX / RLBAX | |
| Total Expense Ratio | 0.61 | 1.31 | 47% |
| Annual Report Gross Expense Ratio | 0.61 | 1.31 | 47% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 6.562 | 7.858 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 254B | 1% |
| Annual Yield % from dividends | 1.53 | 1.17 | 131% |
| Returns for 1 year | 11.97 | 10.13 | 118% |
| Returns for 3 years | 35.07 | 28.34 | 124% |
| Returns for 5 years | 37.83 | 32.30 | 117% |
| Returns for 10 years | N/A | 57.42 | - |
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